Prestige Wealth Management Group’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,442
| Closed | -$352K | – | 894 |
|
|
2019
Q4 | $352K | Hold |
4,442
| – | – | 0.19% | 82 |
|
|
2019
Q3 | $328K | Hold |
4,442
| – | – | 0.19% | 78 |
|
|
2019
Q2 | $328K | Sell |
4,442
-1,677
| -27% | -$124K | 0.2% | 78 |
|
|
2019
Q1 | $441K | Buy |
6,119
+652
| +12% | +$47K | 0.27% | 73 |
|
|
2018
Q4 | $351K | Buy |
+5,467
| New | +$351K | 0.26% | 72 |
|